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DocSpring (FormAPI) MCP connector

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DocSpring (FormAPI) is a platform for generating, filling, and signing PDF documents from templates. Its MCP connector allows AI agents to merge and combine generated PDFs, template files, and custom uploads into single submissions while tracking their status. It also supports managing submission data requests and authentication tokens, giving agents control over the full document generation and delivery workflow.

Authentication type

  • Basic Auth - Requires a username and password to be configured for the agent to access the service.

Uses

Use the DocSpring (FormAPI) MCP connector to perform the following actions:

  • Generate filled PDF forms automatically from templates and submitted data
  • Collect signatures and structured data through hosted form submissions
  • Merge multiple PDFs into a single combined document for delivery
  • Organize templates into folders for easier team management
  • Track submission and batch job statuses in real time
  • Update templates and add new fields without recreating them
  • Automate bulk PDF generation for high-volume document workflows
  • Expire outdated submissions to keep records current and secure

Example prompts

Use the following example prompts to invoke DocSpring (FormAPI) MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Generate a signed rental agreement PDF using DocSpring (FormAPI).
  • Show me all templates available in DocSpring (FormAPI).
  • Merge the last three submission PDFs into one file in DocSpring (FormAPI).
  • Check the status of my latest PDF batch job in DocSpring (FormAPI).
  • Create a new folder for onboarding templates in DocSpring (FormAPI).
  • List all submissions for the employment contract template in DocSpring (FormAPI).
  • Expire the submission I created yesterday in DocSpring (FormAPI).
  • Add a new signature field to my invoice template in DocSpring (FormAPI).
  • Copy my NDA template so I can edit a new version in DocSpring (FormAPI).
  • Fetch the data schema for my onboarding template in DocSpring (FormAPI).

DocSpring (FormAPI) MCP connector tools

The DocSpring (FormAPI) MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
testAuthenticationTest Authentication
listCombinedSubmissionsGet a list of all combined submissions
combineSubmissionsMerge generated PDFs together
expireCombinedSubmissionExpire a combined submission
getCombinedSubmissionCheck the status of a combined submission (merged PDFs)
combinePdfsMerge submission PDFs, template PDFs, or custom files
createCustomFileFromUploadCreate a new custom file from a cached presign upload
getDataRequestLook up a submission data request
updateDataRequestUpdate a submission data request
createDataRequestTokenCreates a new data request token for form authentication
listFoldersGet a list of all folders
createFolderCreate a folder
deleteFolderDelete a folder
moveFolderToFolderMove a folder
renameFolderRename a folder
listSubmissionsList all submissions
batchGeneratePdfsGenerates multiple PDFs
getSubmissionBatchCheck the status of a submission batch job
expireSubmissionExpire a PDF submission
getSubmissionCheck the status of a PDF
listTemplatesGet a list of all templates
getTemplateCheck the status of an uploaded template
updateTemplateUpdate a Template
addFieldsToTemplateAdd new fields to a Template
copyTemplateCopy a Template
moveTemplateToFolderMove Template to folder
getTemplateSchemaFetch the JSON schema for a template
getTemplatesSubmissionsList all submissions for a given template
generatePDFGenerates a new PDF
batchGeneratePdfV1Generates multiple PDFs
getFullTemplateFetch the full template attributes
createPDFTemplateFromUploadCreate a new PDF template from a cached presign upload
createHTMLTemplateCreate a new HTML template
getPresignUrlGet a presigned URL so that you can upload a file to our AWS S3 bucket
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